T

hree of the most successful, independent wealth management groups in the Midwest chose to combine to deliver a new type of financial advisory institution focusing on holistic generational planning in a collaborative culture for high network clientele. This new partnership created one of the largest, independent wealth management firms in the Midwest managing over $400 million of assets. This new company not only needed a new name but an entire strategy including collateral and messaging. 898 Marketing was chosen to provide this during their RFP process in January 2016.

898 Marketing was commissioned to assist in the creation of an overall branding, communication and marketing strategy for the newly formed Chicago-based firm, Vertex Planning Partners. The six-month partnership entailed a complete company brand strategy, including the development of critical creative, such as the company’s name and logo, as well as communication assets such as a mobile-optimized website with private client portal, print materials and strategic marketing consultation.